About this Event
Maximize Your Wealth: The Strategic Power of Planning
Stop guessing and start navigating. Learn how a professional wealth plan provides the clarity and security you need to reach your goals faster.
Secure your seat for April 8th at the Memorial Park Library.
(Limited seating available)
Why a Plan is Your Greatest Asset
Wealth planning is more than just "saving"—it is a structural advantage that reduces tax drag, minimizes risk, and eliminates the anxiety of market volatility.
Led by Rameez Husseini, MBA, CIM—a senior finance professional with over a decade of leadership experience—Discover how a professional strategy transforms your financial trajectory.
What You’ll Master This Month:
1. The Professional Planning Process
• Goal Quantifying: Turning vague aspirations into a precise, mathematical roadmap.
• Stress Testing: Using myGPS software to simulate inflation and market crashes to ensure your plan survives any economy.
• Strategic Alignment: Coordinating your investments and tax strategy into one cohesive engine.
2. The Tangible Benefits of Planning
• The Clarity Dividend: How a formal plan removes the "fear of the unknown" and simplifies complex decisions.
• Tax Optimization: Moving from reactive filing to proactive strategies that increase your lifetime net worth.
• The Success Probability: Seeing exactly how close you are to your "number" with real-time data visualization.
Who Is This For?
This session is ideal for professionals, families, and business owners in Calgary who want to transition from simply "saving" to executing a sophisticated, stage-specific wealth plan.
About the Program
This event is a key module in our premier 20-part financial curriculum delivered over the next 18–20 months. Each session provides a standalone pillar of knowledge, while the full series offers a complete masters-level education in personal wealth management.
📅 Date: April 8th, 2026
📍 Location: Memorial Park Library, Calgary
🎟️ Admission: Complimentary (Registration Required)
Seats at the Memorial Park Library are limited and fill quickly. Click the "Register" button to secure your spot today!
Agenda
Asset Classes & Investment Vehicles
Info: 5:30 PM – 5:35 PM: Welcome & Series Introduction
5:35 PM – 6:00 PM: Topic 1: Core Asset Classes (Cash, Bonds, Stocks)
6:00 PM – 6:15 PM: Topic 2: Markets & Vehicles (Mutual Funds, Stock & Capital Markets)
6:15 PM – 6:30 PM: Open Q&A & Wrap-up
Event Venue & Nearby Stays
Location to be confirmed, TBC, Calgary, Canada
CAD 0.00
